Evolve Market Insights
Headlines are loud, Earnings are Louder: Strong Fundamentals During Uncertain times
Earnings are exceeding expectations at one of the strongest rates in years, signaling broad resilience across corporate America.
private credit: Between Pressure and Performance
The private credit space has grown enormously over the last decade, luring investors with juicy yields and borrowers with bespoke terms.
Finding Higher ground: Cautiously optimistic for 2026
The start of the Iran conflict and related oil shock drove the S&P 500 index to its first quarterly loss since early 2025. But some corners of the market fared better than others.
The Iran Conflict, Geopolitics, and Oil - What Matters for Investors
As the United States enters its second month of conflict against Iran, market volatility has intensified and oil prices have spiked.
Market Tensions and an IPO Comeback: What to Expect and Why it Matters
Will this be the year the initial public offering (IPO) market finally gets its mojo back?
Higher Oil, Higher Stakes: A New Test for Consumers and the Fed
Rising oil prices amid an escalating Middle East conflict are creating new challenges for consumers, markets, and policymakers alike, with inflation risks and economic growth both hanging in the balance.
Can U.S. Stocks Continue Earnings Momentum?
As the final earnings season of 2025 draws to a close, companies in the S&P 500 Index have demonstrated strong earnings momentum.
Small and Mid Caps are Re-Entering the Conversation
For years, investors have been rewarded by sticking with the biggest stocks in the market.
Beyond Big Tech: The Global Surge in AI Adoption and Implications for Investors
Many companies and individuals haven't entirely figured out what they should use AI for, but they clearly want it anyway.
The Rise of Active ETFs and the Implications for Investors
For years, investing in an exchange-traded fund (ETF) meant investing passively in an index.
Thriving in Uncertainty: Market Review and Outlook
The bull market run remained resilient for a third consecutive year.
The Fed's Final Act of 2025: More Rate Cuts?
The Federal Reserve's final meeting of the year is about more than just interest rates. It's about leadership, politics, and the future of the central bank.
Worried about an AI Bubble? The Case for Emerging Markets
Investors that have achieved strong returns in AI-driven technology stocks may want to consider an allocation to emerging markets.
Gratitude in the Markets: What Investors Can Be Thankful For
As families set tables and prep turkeys for the Thanksgiving holiday, we are reminded that investors have plenty to be thankful for, including market strength despite tariffs, robust corporate earnings and an accommodative Federal Reserve.
Déjà Vu: Low-Quality Stocks Are Rallying Again, but Time Isn't on Their Side
Does quality still matter when it comes to stock picking?
Common End-of-Year Tax Client Considerations
The end of the year offers a chance not only for personal reflection but also for thoughtful tax planning.
A Rising Tide: Third Quarter Market Review and Outlook
The broad U.S. stock market climbed to new highs fueled by strong corporate earnings, especially among technology companies.
From Wall Street to Main Street: Why M&A Matters for Everyone
Mergers and acquisitions (M&A) are a key signal for markets - when deal-making is strong, it often reflects confidence and growth, while a slowdown can hint at caution.
Buffer ETFs: An Honest Look at Protection at a Cost
Looking for a way to grow your portfolio, while minimizing how much you can lose in the market? Who would say no?
No Place Like Home: Pain Points in the Housing Market and the Path Ahead
If you've driven past half-finished subdivisions or watched apartment buildings rise in your neighborhood, you might assume that the housing market is on a roll.
The Fed Effect: Power, Politics, and Your Portfolio
Since its founding more than a century ago, the Federal Reserve has been the subject of intense scrutiny.
The Loong in Parts: Five Myths, Five Realities
The Chinese Loong, often translated as "dragon", is a creature of legend: powerful, noblie, and mysterious.
Tariff Turmoil and Rebound: Second Quarter Market Review and Outlook
The start of summer often feels like a reset - a time to shed jackets, settle into longer days and look forward to family vacations.
Beyond the Bloomberg Aggregate: Rethinking the Fixed-Income Playbook
If the bond market were the NBA, the Bloomberg U.S. Aggregate Bond Index (the "AGG") would be your classic old-school center: reliable, predictable, and camped out in the paint.
Tensions Rise, Oil Surges: How Markets Are Responding
Tensions in the Middle East flared last week as Israel launched strikes on Iranian targets, prompting a swift reaction in oil markets and a more modest response in equities.
The Debate of Dollar Dominance: What Advisors Need to Know
Despite recent weakness, the U.S. dollar retains significant structural advantages that support its global dominance.
The Wealth Effect: Shifting Investment Preferences and the Potential Costs
If the stock market had a theme song these days, it might be Aretha Franklin's "Respect."
Reading the Tariff Tea Leaves: First Signs of Economic Impact
After weeks of market speculation and mixed messaging, we're starting to see clearer signals around the economic impact of newly imposed tariffs.
Beneath the Headlines: What Earnings Season is Telling Us
The first quarter was peppered with headlines around policy changes, tariffs, and market swings.
Beyond Our Borders: The Case for International Diversification
International markets have outperformed the US to start the year.
Turmoil and Silver Linings: First Quarter Market Review and Outlook
In early 2025, the broad U.S. stock market took investors on a wild ride, climbing to record levels before failing into correction territory.
Trading places: How the U.S. Became a Nation of Importers
For decades, US policy prioritized free trade as a way of cementing political alliances and allowing consumers and businesses alike to access cheap goods.
Fixing America's Finances: The Rub on Reducing Federal Spending
For the better part of six decades, the U.S. government, like a household that regularly fails to balance its budget, has spent more than it earns.
Diversifying Your Lineup: Don't Bet It All on the Heavy Hitters
At the time of this writing, Opening Day for Major League Baseball is about a month away.
Reading Between the Numbers: Corporate Earnings and Investor Sentiment
Earnings reports for last year's fourth quarter are rolling in, and overall, they're shaping up nicely.